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20121201
20121231
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CNBC 14
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English 14
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CNBC
Dec 4, 2012 3:00pm EST
what is going on as we head toward the end of the year. seema mody is at the nasdaq today. jeff, what do you make of what's going on in washington? i'm most interested in the fact that the markets have lost the volatili volatility. we're not seeing the markets respond to every single statement that comes out of washington right now. what do you make of that? >> i think it's the same washington waltz we saw last year. they didn't extend the bush tax cuts until december 17th. they didn't handle the payroll tax until december 23rd. i lived inside the beltway. i have a pretty good network on the hill. i think they're going to have some kind of staged in agreement and then agree to attack the entitlement situation in the new year. >> michael, what do you make of what's going on? how do you try and trade this? at least we had some volatility the traders could trade on. now we don't have that. >> i think the lower volatility is telling you this is an extremely resilient stock market. i've been calling this the rocky balboa stock market. the entire scenario playing out is the fiscal cliff end
CNBC
Dec 27, 2012 3:00pm EST
numbers. on the technical side abigail doolittle, equity strategist and jeff kilberg, our founder and ceo at kkm financial. good to see you both. welcome. abigail, you've been bearish on apple for a while. does it mean you like nokia instead? tell us what you think. >> apple continues to look very bearish to me. it's trading in a confirmed double top. this pattern has been confirmed for more than a week now. it's careying a target of 353 so apple could actually tumble another 30% from here. supporting that double top, the fact that it's a very reliable pattern once confirm. a recent death cross suggests that the selling momentum has increased. plus, there are unfilled caps, gaps, down near 331 and 431, excuse me and 386. overall i think that app continues to look very strong on the downside target. nokia, on the other hand, is trading on the inverse of that entire pattern setup. trading in a confirmed double bottom this. pattern has been confirmed for almost a month now. the target is 515 so 30% potential upside from current levels. nice golden cross. plus, there's an unfilled gap at 5. s
CNBC
Dec 5, 2012 3:00pm EST
? in his latest column, jeff goldfor a compares u.s. budget talks to merger proxy battles. jeff joins us to explain about that. plus, we have bob from jones day who specializes in wall street deal making. jeff, it is ammo on wall street to do things behind closed doors. you don't want word to get out on the negotiations. it gets too messy. >> right. i wouldn't advocate for a lot of people to do what wall street does. one thing you can say is they've helped facilitate thousands of mna deals this year. they've figured something out with these transactions. the deals that are most successful have the better chance of success are the ones that you negotiate behind closed doors, not the ones that turn into hostile battles and spill out into public, which is what we're seeing noup. >> i understand that, but at the same time, what wh are we going to have a deal already? people are so frustrated by this. we've had 13 months to think about. now we're down to 26 days. bob, can you really make a deal on the fiscal cliff when the negotiation is out in public? do you think we'll get a deal done? that
CNBC
Dec 31, 2012 3:00pm EST
about that on talking numbers. it's carter worth and jeff tomasulo. gentlemen, good to see you and hear you i hope as well. carter, what do you think? you still with b of a? do you like hp as a darling for next year? what do you think? >> no. stick with b of a. if these are stable companies and if you can get one at its business trough low, you profit off its low. but that's only in effect if a business isn't being made obsolete. that's the issue with something like a hewlett-packard. it's not just catching a cord and twine company at its low which then becomes the new winner the following year. or the financial in the case of b of a last year. we would not step in and apply the dog of the dow theory here and apply it. >> but jeff, you don't like b of a do you? >> no. and i'm going to agree with carter. stay away from hpq. b of a is up 108%. now, the smart money is going to rotate out of bank of america and look to go into the stronger fundamental stocks in that sector like a jpmorgan. right now bank of america is trading at 12 times, jpmorgan at 8 times future earnings. wait. jpmorgan
CNBC
Dec 13, 2012 3:00pm EST
advisors and steven gil garcetg and our own jeff cox. no encouraging words out of washington, here we go again, from either the fed or congress. >> right, and frankly that's very expected. there's going to be a -- some grandstanding about your political philosophies right up until the end, but the way i view this is we will not and cannot go over the fiscal cliff. >> you think the can will be kicked down the road. >> well, i think washington learned its lessons from the credit crisis. they are not going to have this go over the cliff, and i think it's going to be a recipe of a small part of cutting spending. a small part of raising taxes and a healthy doze of kicking the gan down the road. >> you would be so sure that these guys cannot do it when in fact here we are 18 days away. steve sax from your standpoint in, terms of etfs and in terms of indexing out there, how do you want to invest given all of these uncertainties as we approach year end? >> i'm in the camp i certainly hope we can avoid the fiscal cliff, but right now i don't have a lot of confidence. we're still seeing a lot of f
CNBC
Dec 12, 2012 3:00pm EST
of inflation could be closer than you think, and jeff says this is the time to be overweight equity. great you have to both with us. greg, let me ask you first of all. how much do we care about what ben bernanke said today in terms of what we do with our money? >> well, i mean, i don't think that this makes big changes in terms of how you govern your portfolio necessarily, about there are marginal impacts. i think this is going to bring down long-term interest rates a little bit more which will facilitate home purchases. it will facilitate refinancing or re-refinancing for people who have previously done so, and i think this pumps a little bit more air into that equity rally, so, you know, clearly people long in equities i think stand to benefit provided we avert the fiscal cliff. >> and, in fact, jeff, you're overweight equities as we said. why? >> first of all, plett me back up and say i think this announcement from the fed was really not a difference of degree but a difference of kind. as long as you have the fed standing by their policy of quantitative easing, you have the central banks ar
CNBC
Dec 20, 2012 3:00pm EST
capital. good to see you. jeff, make the case. you're looking at the charts. how do you like ups versus fedex? >> maria, i think you have to look at the longer-term chart, and if you look at the ten-year period, the true leader is federal express. it's up 76% versus the 24% that ups is. that's where you find the leaders. now let's take a closer look and look at the micro view of this chart, and we go to the year to date chart, and if you see a year to date, trading within a range, between 84 and 94, and what's going tonight difference. what's going tonight difference to push this to go higher, the catalyst, right. we wanted to see it go above $94 a share and the catalyst is going tonight international markets. we've seen some clarity over there, and you've seen a really -- fedex's international numbers have to increase, and that's the catalyst right there. >> jeff, they are both international. it depends on where you want to play. i like ups better because it's got a 3% yield versus a less than 1%. i think about half a percent yelled for fedex and still in a low return environment. if y
CNBC
Dec 3, 2012 3:00pm EST
. >> let's get reaction. s & p capital, jeff cox at cnbc headquarters and rick santelli in chicago. sam, where do you stand on all this? what's your take in terms of republicans coming out with their plan, post the president's plan released this weekend as well? both plans where we left off with the last bargaining going on? >> i think, once again, what we're finding is that congress can teach shakespeare something about drama. i think they'll wait it out until the 11th hour and even allow us to fall off the cliff. it's easier to look like a white knight if they're reactive rather than proceed active. >> last week when the markets were volatile, now they are taking it in stride. we're coming back a little bit but not the volatility from last week. a little complacency or are we getting used to the drama out of washington? >> i think we're getting used to it? i think it's worth noting that on the 16th when we started to get this good news trickling out, the 19th when we got this big rally, the market stopped trading as correlated as it was prior to that. from the election until the 16th,
CNBC
Dec 6, 2012 3:00pm EST
. scott is not there yet. jeff cox, the market is still waiting on the fiscal cliff. they're still sort of held accountable for that right now. yet, the investors' sentiment numbers are the highest in a while. what do you make of that? >> this isn't just the most hated stock market rally ever as some have suggested. this might be the most hated stock market ever. let's just talk about some quick numbers. market trading volume down 19% this year. we've seen $125 billion come out of equity based mutual funds. $300 billion go into bond funds. really, no appetite for getting into this market in terms of the volume. why? i think there's a general distrust of the markets. fiscal cliff and all of the other stuff. great story on the front page of wall street journal today talking about portfolio pumping. another example of investors thinking they're not getting a fair shake out of the stock market. >> larry, you call that complacency, don't you? >> that's right. i'm actually shocked that these investors appear to be asleep at the switch in light of the fiscal fiasco looming in less than a month
CNBC
Dec 11, 2012 3:00pm EST
former treasury secretary altman and jeff greenfield. bill? >> stocks are trading off the highs of the day with less than an hour to go. final hour, really from the get-go. optimism about the cliff talks and senator harry reid made some comments this afternoon that put a damper on that real. we've lost about 30 points. in that time. up 74 on the dow at 13,244. the nasdaq is doing well today, up 32 points. more than a 1% gain, although it is off its highs of the day at 3019, and the s&p 500 index is 8 plus points at 1426. the word on the street is because of the fiscal cliff, some investors are actually selling the winners, the winning stocks, and they are holding on to the poor performers, the opposite what have they have been doing the last few years. maria? >> makes a lot of sense given the fact that tax les go higher on capital gains. you want to get out of some of those names. let's find out how you should be investing 20 days away from the deadline. in today's "closing bell" exchange, carol roth with us, rich peterson from is & p, jonathan corpina from meridian equity partn
CNBC
Dec 18, 2012 3:00pm EST
fundamentals? >> joining us right now to weigh in on cnbc contribute richard bernstein and jeff tanose of jpmorgan and our own bob pisani. gentlemen, thanks for joining us. rich, what do you think about fundamentals going into 2013, corporate sector, economics? >> i'm actually quite bullish about 2013. i think we're going to start getting, as the year goes on, easier comparisons for corporate profits. the corporate sector as we know is loaded for cash. i think when we get beyond this uncertainty and corporations have more certainty, i think we're going to see an m & a wave because they have underinvestmented for the future by hoarding all the cash so i think they will have to buy growth so i think 2013 could be a very good career. >> what do you think, joe? >> i agree. everything we've been dealing with the past year has been the uncertainty. is it europe, the election? is it the fiscal cliff, but as you go through those one by one, the election is now behind us. i do believe we'll have a resolution on the fiscal cliff and if you look at europe, the ecb put a gigantic band-aid on this
CNBC
Dec 19, 2012 3:00pm EST
'm fading big time nokia. >> that's what makes a market, but that was pretty funny, jeff. thanks so much. merry christmas to you. scott, over to you. >> talk a little numbers and a street fight breaks out. go figure. let's get to mary thompson back with breaking news at hq. mar? >> morgan stanley wealth management is dropping john paulson's advantage and advantage plus funds from its retail broke rang menu. of course, paulson is the hedge fund manager who made a killing during the housing crisis. now in an e-mail sent to morgan stanley's financial advisers yesterday they changed the status of the funds from watch to redeem saying its client should pull the money from these funds. the company citing the fund's weak performance. two umbrella funds for paulissen basically employing a number of his strategies, and they have had a hard part investing in gold where he's not done so well. the advantage fund was down 5% in november, advantage plus down 5.6%. back to you. >> mary, thanks so much. mary thompson for us with the breaking news. face it, we're all getting a little older, but if you ac
CNBC
Dec 26, 2012 3:00pm EST
is shopping. you just saw the updated numbers that came out this morning. >> well, jeff, yes, i'll concede its most recent quarter was not profitable, but it's been a profitable company. not nearly as much as a lot of folks would see and there's a reason. they have been taking market share and doing it in the cloud. use the cloud streaming services of amazon which is indicative of what an important player amazon is becoming in that field as well. it's an expensive stock. you're paying an astronomical p and still a dominant player in e-commerce and one of the new areas where it's dominant is the iphone this year. >> two companies we've been following very closely this year. thanks for joining us on "talking numbers." see you later. happy holidays. mandy? >> a quick look at what's happening with the markets right now. the do you is just hitting flat with the down side barely moving at this point. of course, we're counting down to the bell. also got aetna's ceo who says his hiring plans for the new year will definitely be affected by the fiscal cliff, and get this, he also says health care costs
CNBC
Dec 28, 2012 3:00pm EST
schoenberger and also joining us is cnbc's jeff cox. gentlemen, great to have you joining us. do you feel we're further away? >> stepping over dollars to pick up nickels. he has no deal. you're going to see this continued, carried over into monday and even and beyond, further deeper into 2013 because even if there is a deal, you still have to look behind the curtain, the details of it, the spending cuts. how much are we talking about and the fact that the president of the united states is not willing to come to terms? >> do you feel that the president wants to go over? >> look, mandy, this is dysfunction palooza in washington. i've been talking about this since november. they can't get a deal done. they won't get a deal done. the market has been way too complacent. wall street, you were wrong. you were wrong. they are not going to get this deal done. the market is going to sell off chase to start 20 thrown. big >> it will continue to sell off. look, guys. here's the thing though. 25% right now of gdp is government spending. historically that's 20%. if there are going to be the spending cuts,
Search Results 0 to 13 of about 14